Accredited Investors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,188
| Closed | -$212K | – | 212 |
|
|
2023
Q4 | $212K | Buy |
+2,188
| New | +$212K | 0.02% | 185 |
|
|
2023
Q2 | – | Sell |
-2,178
| Closed | -$210K | – | 192 |
|
|
2023
Q1 | $210K | Buy |
+2,178
| New | +$210K | 0.02% | 179 |
|
|
2018
Q3 | – | Sell |
-3,081
| Closed | -$244K | – | 131 |
|
|
2018
Q2 | $244K | Buy |
+3,081
| New | +$244K | 0.06% | 96 |
|
|
2017
Q3 | – | Sell |
-2,806
| Closed | -$235K | – | 119 |
|
|
2017
Q2 | $235K | Buy |
2,806
+19
| +0.7% | +$1.59K | 0.06% | 90 |
|
|
2017
Q1 | $229K | Buy |
2,787
+19
| +0.7% | +$1.56K | 0.06% | 96 |
|
|
2016
Q4 | $215K | Buy |
2,768
+17
| +0.6% | +$1.32K | 0.06% | 93 |
|
|
2016
Q3 | $220K | Buy |
2,751
+63
| +2% | +$5.04K | 0.06% | 88 |
|
|
2016
Q2 | $231K | Sell |
2,688
-148
| -5% | -$12.7K | 0.06% | 86 |
|
|
2016
Q1 | $229K | Buy |
+2,836
| New | +$229K | 0.06% | 83 |
|
|
2015
Q4 | – | Sell |
-2,835
| Closed | -$204K | – | 90 |
|
|
2015
Q3 | $204K | Buy |
+2,835
| New | +$204K | 0.05% | 79 |
|